Original filing (PDF)20250728114554NAL0001969089001

Patton Albertson Miller Group, LLC, a Delaware LLC

Name: Patton Albertson Miller Group, LLC, a Delaware LLC — Form 5500 Plan 001 (2024)
Creator: Patton Albertson Miller Group, LLC, a Delaware LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patton Albertson Miller 401(k) Plan

401(k) retirement plan · Patton Albertson Miller Group, LLC, a Delaware LLC's Patton Albertson Miller 401(k) Plan held $4.1M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

Patton Albertson Miller Group, LLC, a Delaware LLC's EIN is 47-4746562.

EIN 47-4746562

Plan number 001

Plan year 2024

ACK ID 20250728114554NAL0001969089001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Patton Albertson Miller Group, LLC, a Delaware LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Patton Albertson Miller Group, LLC, a Delaware LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATTON ALBERTSON MILLER GROUP, LLC, A DELAWARE LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score